Responsible Investment Leaders

Who are Responsible Investment Leaders?

Responsible Investment Leaders are investment/asset managers that demonstrate: 

  • a commitment to responsible investing;  
  • the explicit consideration of environmental, social and governance (ESG) factors in investment decision making;  
  • strong and collaborative stewardship; and  
  • transparency in reporting activity, including the societal and environmental outcomes being achieved. 

 

Since 2023, RIAA has adopted a two-tiered approach to the assessment of responsible investors in Australia and New Zealand based on RIAA’s Responsible Investment Scorecard. Based on the Scorecard, approximately the top 20% of investment managers in the research universe are recognised as ‘Responsible Investment Leaders’.  

Who are Responsible Investors?

Similar to Responsible Investment Leaders, Responsible Investors also demonstrate a commitment to responsible investing; the explicit consideration of environmental, social and governance (ESG) factors in investment decision making; strong and collaborative stewardship; and transparency in reporting activity, including the societal and environmental outcomes being achieved. Responsible Investors are investment/asset managers who achieved a score of at least 15 out of 20 on the Scorecard but are not within the top 20% of all investment managers in the research universe.  

 

Until 2023, all investment managers who scored above 15 were identified as Responsible Investment Leaders. 

 

If you have any questions, please visit our Frequently Asked Questions (FAQ) page. 

RIAA’s Responsible Investment Scorecard

Investment managers are assessed using the RIAA Responsible Investment Scorecard and are featured in RIAA’s Australia and Aotearoa New Zealand Responsible Investment Benchmark Reports. The quantum of assets under management of the Responsible Investment Leaders and Responsible Investors is used to determine the size of the responsible investment market each year. 

 

RIAA’s Responsible Investment Scorecard consists of 26 questions, covering four key areas, or pillars: 

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Pillar 1:

Coverage of and

commitment to responsible

investing and transparency

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Pillar 2:

Enhancing risk management through

explicit and systematic consideration of ESG

factors and other screens, including reporting of these

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Pillar 3:

Being strong stewards for

more sustainable and resilient

assets and markets

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Pillar 4:

Allocating capital to benefit stakeholders

and contribute to solutions as well as

measurement and reporting of outcomes

Being a Responsible Investment Leader or Responsible Investor recognises an investment manager’s whole-of-organisation attributes. 

 

In contrast, RIAA’s Responsible Investment Certification differentiates quality, true to label responsible investment products that meet RIAA’s Responsible Investment Standard.

Industry Partner

WHO ARE THE 2024 RESPONSIBLE INVESTMENT LEADERS?

In 2024, the following RIAA members were assessed as Responsible Investment Leaders across Australia and New Zealand:

Responsible Investment LeadersResponsible Investment LeadersResponsible Investment Leaders
abrdnEthical Partners Funds ManagementNorthcape Capital
Acadian Asset ManagementFidelity International (FIL Investment Management Australia) Northern Trust Asset Management
Adamantem CapitalFirst Sentier Investors (Australia) Services Pty LtdNuveen
Alphinity Investment ManagementFranklin Templeton Australia LimitedParadice Investment Management
Altius Asset ManagementHarbour Asset ManagementPathfinder Asset Management
AMP Wealth ManagementHyperion Asset Management LimitedPella Funds Management
ANZ New Zealand Investments LimitedIFM investorsPendal
Ausbil Investment ManagementImpax Asset ManagementPerennial Partners Limited
Australian Ethical Investment LtdJanus HendersonPIMCO Australia Pty Ltd
Aviva Investors Pacific Pty LtdMacquarie Asset ManagementPurpose Capital Impact Fund
AXA Investment Managers Australia LimitedMagellan Asset Management LimitedQueensland Investment Corporation
Baillie GiffordMaple-Brown Abbott Resolution Capital
Bell Asset Management LtdMelior Investment ManagementRussell Investments
BetasharesMercer New ZealandSchroders Investment Management Australia Limited
BNP Paribas Asset Management Australia LimitedMFS Investment ManagementStewart Investors
BT Funds Management (NZ) LtdMilford Asset ManagementT. Rowe Price
ClearBridge InvestmentsMint Asset ManagementTAHITO Ltd
Columbia Threadneedle InvestmentsMirova Teachers Mutual Bank Limited
Conscious Investment Management Pty LtdMorrison & CoTriple Eight Capital (T8 Capital)
Devon Funds ManagementNanuk Asset ManagementTT International Asset Management Ltd
Dimensional Fund AdvisorsNew Forests U Ethical
DNR CapitalNew Zealand Superannuation Fund
Emit Capital Asset ManagementNorth Star Impact Pty Ltd

WHO ARE THE 2024 RESPONSIBLE INVESTORS?

In 2024, the following RIAA members were assessed as Responsible Investors across Australia and New Zealand:

Responsible Investors Responsible Investors Responsible Investors
Accident Compensation CorporationEquity TrusteesPerpetual Investment Management
Affirmative Investment ManagementEthical Advisers Funds Management/Ethical Investment AdvisersPlatypus Asset Management
Apostle Funds ManagementKilter Rural Pty LtdSolaris Investment Management
Australian Communities FoundationLoftus Peak Pty LimitedTrillium Asset Management
Australian Unity LimitedMacquarie Banking and Financial ServicesTrust Managment Limited
BayTrustMedical Assurance Society New ZealandTrust Waikato
Booster Investment ManagementMorgan Stanley Investment Management (Australia) Pty LimitedUniting Financial Services (Treasury and Investment Services)
Clean Energy Finance CorporationMorphic Asset ManagementVanguard Investments Australia Ltd
ECP Asset ManagementPengana CapitalVontobel Asset Management Australia

Click here to view the full list of Responsible Investment Leaders & Responsible Investors for 2024.